Twitter Updates for 2011-03-21

  • US wireless endgame? "We knew there would be some kind of merger…": http://t.co/koXVrQt #
  • It's still the biggest. MT @robpegoraro: Sprint/Google might have been today's biggest wireless news before AT&T&T: http://wapo.st/dKHWdn #
  • @martingeddes The weakest operator was always going to be the first to flip. Question is whether the model becomes established. #
  • AT&T: Our mobile data traffic grew 8,000% the past four years; by 2015 expected to be 8-10x of 2010. http://bit.ly/i83ho6 #
  • Rebecca Arbogast (Stifel Nicolaus): "Unlike the Verizon-Alltel deal, which was about coverage, [AT&T/T-Mobile] is about capacity." #
  • @robpegoraro If the dominos fall, Google (and Apple) change the user experience/biz model for voice. They become the platform. #
  • My interview for the WSJ Deal Journal: "AT&T/T-Mobile Deal: Explaining Wireless Spectrum": http://on.wsj.com/hOxlXB #
  • @johnolilly You're looking for people in their 50s in SF who are between hackers and execs? #
  • @om Which AT&T numbers about the spectrum shortage are bogus? #
  • @om data demand multipliers of smartphones and tablets come from multiple sources and are intuitive based on sales/usage patterns. #
  • @om As you know, the extent of an overall "shortage," or "hording" by individual companies is about what assumptions on makes. #
  • @StevenJCrowley @om FCC talks about 35x wireless demand increase vs. 3x new capacity in 3-5 years. But there's more to supply than supply! #
  • @kevinmarks Absolutely, we *make* spectrum scarce via exclusivity. http://bit.ly/fokmT9 http://bit.ly/etuMD5 That's the current reality. #
  • @johnolilly I know, I was joking with you. It was just amusing to imagine a group of 50ish hacker execs. #
  • @gigastacey @om The sin of omission is slow deployment so far of femtocells and WiFi offload. But absolutely, that's happening. #
  • Enlightening discussion with colleagues. Increasing women on committees (good) = disproportionate burden on female faculty (bad). #
  • @johnolilly Peachy. I'm well on my way to being a 50ish hacker exec (in a decade). Excited about my new Wharton activity on gamification. #
  • Why is it that the days that feel most productive are the ones where I don't make any progress on what I was supposed to get through? #